I was just listening to a recording of a conference call this morning where a financial planner began his presentation with this premise: Taxes will be increasing in the future I haven't listened to the rest of it because I had to pause it and write this post. I'm sure when I go back this guy will … [Read more...] about Will Taxes Increase?
distribution
Bail Yourself Out
My new article on Forbes.com... -------------- For entrepreneurs, getting through these financially turbulent times may require some imaginative [read whole article on Forbes.com] … [Read more...] about Bail Yourself Out
Penalty Free Early Distributions
Probably one of the must unknown facets of retirement planning is that you can distribute before age 59 ½ for any reason without paying the extra 10% early distribution tax. How? Substantially Equal Periodic Payments Set a distribution schedule calculated using IRS tables The schedule must have … [Read more...] about Penalty Free Early Distributions